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Reduce your personal tax liability with year-end planning tips

Nov 09, 2023

Maximize your tax efficiency and make the most of available tax incentives and deductions.

Learn valuable insights from Wipfli private client specialists in this recorded webinar, which covered:

  • Income deferral or acceleration strategies to maximize your tax bracket
  • 2023 IRS updates and 2024 expectations
  • Tax incentives and credit programs
  • Estate and trust year-end action items

Stay on top of essential moves now that affect your financial and tax planning. This webinar focused on year-end tax planning and how crucial it is to optimize your tax liabilities before the end of the tax year.


Chuck Martin
CPA, PFS, CITP, Partner
Kathy Frable
CPA, Senior Manager
Tiffany Kuntemeier
CPA, CSEP, Partner
Ryan T. Usalis
CPA, Senior Manager
Chris Lockhart
CPA, Partner
Mandy R. Riles
CPA, Tax Manager


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